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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFW
2051
Rainier Family Wealth
Washington
$247K – – –
CWM
2052
Centurion Wealth Management
Virginia
$247K -$28.2K -380 -10%
WAM
2053
WNY Asset Management
New York
$247K +$255K +3,432 New
PFA
2054
Plotkin Financial Advisors
Maryland
$246K – – –
MGWA
2055
Monument Group Wealth Advisors
Massachusetts
$246K -$13.1K -176 -5%
MC
2056
Miramontes Capital
California
$246K +$33K +444 +15%
IAS
2057
Integrity Advisory Solutions
Texas
$245K -$35.4K -476 -12%
SI
2058
Saxon Interests
Texas
$244K -$297 -4 -0.1%
SAW
2059
Signal Advisors Wealth
Michigan
$244K +$253K +3,400 New
AGC
2060
August Group Capital
$244K +$36.6K +492 +17%
IAS
2061
Insigneo Advisory Services
Florida
$243K -$59.1K -796 -19%
AT
2062
Arlington Trust
Alabama
$243K +$181K +2,436 +256%
CA
2063
Carson Advisory
Georgia
$243K +$24.4K +328 +11%
VWM
2064
Vermillion Wealth Management
Minnesota
$243K +$297 +4 +0.1%
TF
2065
Tenon Financial
New Jersey
$243K +$251K +3,380 New
SGI
2066
Summit Global Investments
Utah
$242K +$8.62K +116 +4%
RMF
2067
Red Mountain Financial
Colorado
$242K +$297 +4 +0.1%
AIA
2068
Ally Invest Advisors
North Carolina
$242K -$115K -1,544 -31%
BW
2069
BostonPremier Wealth
Massachusetts
$241K – – –
WIM
2070
WealthPlan Investment Management
Nebraska
$241K +$249K +3,352 New
MCM
2071
Mendel Capital Management
Arkansas
$239K +$248K +3,336 New
AFG
2072
ABLE Financial Group
Arizona
$239K -$47.6K -640 -16%
SN
2073
Sittner & Nelson
Oregon
$238K – – –
CG
2074
Corundum Group
Colorado
$238K -$17.8K -240 -7%
APG
2075
Abacus Planning Group
South Carolina
$238K – – –
81 82
83
84 85